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Atria Wealth Solutions, Inc.: VTIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on VTIP, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 474,028 VTIP shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 474,028 shares
    Change vs previous 13F +91,091 shares

    0.54% of the 13F portfolio, value $23,779,414.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 382,937 shares
    Change vs previous 13F +45,159 shares

    0.23% of the 13F portfolio, value $19,108,554.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 337,778 shares
    Change vs previous 13F +64,027 shares

    0.18% of the 13F portfolio, value $16,355,228.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 273,751 shares
    Change vs previous 13F +4,020 shares

    0.15% of the 13F portfolio, value $13,498,640.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 269,731 shares
    Change vs previous 13F -60,321 shares

    0.15% of the 13F portfolio, value $13,092,742.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 330,052 shares
    Change vs previous 13F -77,964 shares

    0.18% of the 13F portfolio, value $15,806,144.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 408,016 shares
    Change vs previous 13F +96,865 shares

    0.24% of the 13F portfolio, value $19,376,686.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 311,151 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $14,711,181.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).